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6921 Office Park Circle, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-05 |
Branch Locations
6921 Office Park Circle, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leading Edge Financial Planning Llc | Lynchburg | VA | 01/2025 | Present |
| Fp Solutions Ri | Cranston | RI | 05/2024 | 01/2025 |
| Thimbleberry Financial | Portland | OR | 08/2022 | 09/2023 |
| Selective Wealth Management | Lynchburg | VA | 01/2021 | 05/2022 |
| Liberty University | Lynchburg | VA | 03/2019 | 12/2019 |
| Barnes & Noble | Lynchburg | VA | 11/2017 | 05/2020 |
| Liberty University | Lynchburg | VA | 08/2018 | 05/2022 |
| Unemployed | N/A | XX | 02/2016 | 10/2017 |
| Unemployed | N/A | XX | 10/2023 | 04/2024 |
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